ZipRecruiter

Log In

1

Customer Relationship Associate Jobs in Chicago, IL

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client information - regularly update client relationship management (CRM) records by ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · Hybrid

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client information - regularly update client relationship management (CRM) records by ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client information - regularly update client relationship management (CRM) records by ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client information - regularly update client relationship management (CRM) records by ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...

H ONE MIDWEST, INC.

CRM Associate

Lincolnshire, IL

$23/hr

The CRM Associate will be responsible for optimizing core business operations by managing procurement, inventory, and sales data within the company's central system. This role involves the accurate ...

Raymond James

Registered Client Relationship Associate

Chicago, IL · On-site

$55K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Client Relationship Management (CRM) software, or similar contact management software. * Goal ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

AbbVie

CRM Transformation Director

Mettawa, IL · On-site

$160K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Associate Directors responsible for advancing our CRM capability - ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey. Enabling and ...

AbbVie

CRM Transformation Director

Mettawa, IL

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Associate Directors responsible for advancing our CRM capability - ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey. Enabling and ...

AbbVie

CRM Transformation Director

Mettawa, IL

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... team of Associate Directors responsible for advancing our CRM capability -- ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey.

TripleLift

Associate Director, CRM Development

Chicago, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Overview The Associate Director, CRM Development is a strategic leadership role responsible for reimagining and rebuilding the technology foundation that powers TripleLift's go-to-market engine. You ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL · On-site

$141K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

next page

Showing results 1-20

All JobsCustomer Relationship Associate JobsCustomer Relationship Associate Jobs in Chicago, IL

Customer Relationship Associate information

See Chicago, IL salary details

$25.8K

$48.5K

$69K

How much do customer relationship associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for customer relationship associate in Chicago, IL is $48,508.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $51,500.00 per year, depending on experience, location, and employer.

What does a customer relationship associate do?

A Customer Relationship Associate is responsible for building and maintaining positive relationships with clients or customers. They handle inquiries, resolve issues, and provide information about products or services. Their goal is to ensure customer satisfaction, encourage loyalty, and support the overall growth of the company by delivering excellent service. They often communicate with customers via phone, email, or in-person, and may also assist with account management and feedback collection.

Is a Customer Relationship Associate an entry level job?

A Customer Relationship Associate position is often considered entry level, suitable for candidates with basic communication skills and a customer service background. Many roles require minimal prior experience and provide on-the-job training, making it accessible for recent graduates or those new to the field.

What are the key skills and qualifications needed to thrive as a customer relationship associate?

To thrive as a Customer Relationship Associate, you need strong communication skills, a customer-focused mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce, MS Office Suite, and ticketing systems is commonly required. Exceptional interpersonal skills, problem-solving abilities, and patience help you stand out in managing diverse client needs. These competencies are crucial for building lasting client relationships, ensuring customer satisfaction, and supporting business growth.

What is the difference between Customer Relationship Associate vs Customer Service Representative?

AspectCustomer Relationship AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or sales experienceHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice settings, client-facing roles, sales environmentsCall centers, retail, office settings, customer support centers
Employer & Industry UsageBanking, insurance, retail, telecommunicationsRetail, telecom, hospitality, tech support
Common Search & Comparison IntentUnderstanding roles involving client engagement and relationship buildingCustomer support and issue resolution

The main difference is that a Customer Relationship Associate focuses on building and maintaining long-term client relationships, often involving sales and personalized service. In contrast, a Customer Service Representative primarily handles customer inquiries, complaints, and support issues. Both roles require strong communication skills and customer-focused credentials, but their daily tasks and objectives differ based on relationship management versus support functions.

What are some common challenges faced by customer relationship associates, and how can they be addressed?

Customer Relationship Associates often encounter challenges such as managing high volumes of customer inquiries, dealing with difficult clients, and balancing administrative tasks with relationship-building efforts. Developing strong communication and problem-solving skills can help address these challenges, as well as staying organized and using CRM tools efficiently. Regular training and collaborating closely with team members also support effective handling of complex situations and continuous improvement in customer service.

Is customer relationship associate a stressful job?

Customer Relationship Associates often handle customer inquiries, resolve issues, and maintain client satisfaction, which can be demanding during high call volumes or difficult interactions. The job's stress level depends on factors such as workload, company environment, and communication skills, but it generally requires patience and problem-solving abilities. Proper training and time management can help manage stress effectively.

What are the most commonly searched types of Customer Relationship jobs in Chicago, IL?

The most popular types of Customer Relationship jobs in Chicago, IL are:

Customer Relationship Associate jobs near you
Infographic showing various Customer Relationship Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 79% Full Time, 18% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $48,508 per year, or $23.3 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • On-site

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information – regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  • Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett’s compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor’s degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer